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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Lead Workflow
Am I the only one who has a major problem with how NS deals with leads? A lead in NS is a life cycle of an account record. This is great if all you do is sell to new accounts. We, on the other hand, spend a significant amount of time selling additional products to our existing customers. Here is an example of something I am struggling to deal with.
We come back from a trade show and have say 500 "leads" to assign to reps. Lets say 300 are from companies we do not have in NS. These we can import as leads and everything works OK. Now the other 200 are "leads" for additional products or services at companies we already have in NS. How do you deal with these??? If I import them they will be duplicates.
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